Built on meritocracy, our unique company culture rewards self-starters and those committed to doing what is best for our customers.
Job Title: New Business Executive
Reporting Line: New Business Team leader – New Business Director
Salary: £ depending on experience
Hours: Full time (8.30am - 5.15pm)
Job Objective
Supporting the growth of the Company by proactively generating and converting new business opportunities. Providing excellent customer service and specialist advice in line with Company values, building and managing prospect databases, and undertaking accurate administrative tasks.
Role responsibilities (but not limited to):
* Providing advice, recommendations, and quotations to prospective clients
* Lead generation including cold calling and information gathering
* Developing and maintaining specialist understanding of allocated trade sectors, including key client exposures and industry changes
* Self-generating new business leads and maintaining accurate database information
* Administrative tasks such as creating quotation documents, setting up client records, issuing documents, checking proposal forms, and diary management
* Liaising with insurers to find the best policies for clients
* Ensuring the sales process is completed and compliant with regulatory requirements
* Liaising with prospective clients and closing sales effectively
* Generating 40 quotes per month with a conversion rate of approximately 1:3
* Assisting team members with technical queries
* Collaborating with the accounts team on account-related issues
* Adhering to learning and development requirements in line with CII CPD standards
Skills Required
* Technical and commercial insurance knowledge
* Confident telephone manner
* Excellent communication skills, both written and verbal
* Organized and systematic approach to work
* High attention to detail
* Strong sales techniques and persistence
* Self-motivated to generate new business
* Motivated to achieve team and individual targets
* Ability to develop positive working relationships internally and externally
* Familiarity with Microsoft Office
* Ability to work independently and make decisions
* Knowledge of OpenGi management system
We are an Equal Opportunity Employer. We value diversity and seek applicants from all backgrounds.
Additional Information
* Seniority level: Entry level
* Employment type: Full-time
* Job function: Business Development and Sales
* Industry: Insurance
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